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iShares Core S&P US Value ETF

722 hedge funds and large institutions have $17B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Confluence Investment Management
Missouri
$11.9M
SWP
102
Stratos Wealth Partners
Ohio
$11.8M
Truist Financial
103
Truist Financial
North Carolina
$11.7M
AWA
104
Amplius Wealth Advisors
Pennsylvania
$11.5M
CAC
105
Certified Advisory Corp
Florida
$11.4M
NA
106
NewEdge Advisors
Louisiana
$11.3M
GFA
107
Gallagher Fiduciary Advisors
Illinois
$11.1M
MWM
108
Modern Wealth Management
Kansas
$11.1M
SF
109
Symphony Financial
Texas
$11.1M
KAS
110
Kestra Advisory Services
Texas
$11M
EWA
111
ERTS Wealth Advisors
Michigan
$10.8M
TIM
112
Tortoise Investment Management
New York
$10.8M
UCFA
113
United Capital Financial Advisors
Texas
$10.8M
LFS
114
Lutz Financial Services
Nebraska
$10.7M
MSFS
115
Main Street Financial Solutions
Pennsylvania
$10.6M
IWC
116
Integrated Wealth Concepts
Massachusetts
$10.2M
DAS
117
Dynamic Advisor Solutions
Arizona
$9.89M
RSWA
118
Robinson Smith Wealth Advisors
Maine
$9.56M
Charles Schwab
119
Charles Schwab
California
$9.53M
QC
120
Quent Capital
New York
$9.45M
Mariner
121
Mariner
Kansas
$9.27M
IA
122
Integrity Alliance
Iowa
$9.14M
SC
123
Sapient Capital
Indiana
$9.05M
SC
124
Savant Capital
Illinois
$8.88M
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$8.68M